Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

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IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts. A ...

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. IBM announced preliminary results that spooked the software market generally; ...

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

Microsoft’s Xbox division is conducting big layoffs, as the company deals with abject failure of its Game Pass strategy.

Meta CEO Mark Zuckerberg. Good afternoon everyone, and welcome to Meta Platforms’ Second Quarter 2026 Earnings Conference Call. Our remarks today will include forward-looking statements, which are ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.

I’m sympathetic to the cynics who consistently characterize Anthropic’s public statements, particularly those surrounding their model releases, as scare-mongering for the sake of marketing. It was ...

Last week, at its annual Build developer conference, Microsoft put forth a vision for a new ecosystem of hardware devices under the banner of Project Solara: The concept — which isn’t entirely clear ...

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.